China’s Humanoid Robot Shipments Surpass 40K in H1, 97% Global Share

The headline number matters less than the concentration it implies: a single country absorbing nearly all early humanoid robot volume suggests supply chains, component costs and manufacturing scale are already lopsided, which shapes how quickly the rest of the world can build competing capacity. For RWA and tokenization watchers, the relevant thread is whether robotics output becomes an asset class with verifiable, on-chain provenance — the kind of industrial data that could eventually be collateralized. Whether that 97% share holds as other regions scale is the open question.